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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Fidelity National Financial, Inc. is the larger business by last-quarter revenue ($544.0M vs $451.0M, roughly 1.2× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -21.5%, a 30.6% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 5.9%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% CAGR vs -8.8%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
FNF vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $451.0M |
| Net Profit | $-117.0M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | 82.9% | — |
| Net Margin | -21.5% | 9.1% |
| Revenue YoY | 10.3% | 5.9% |
| Net Profit YoY | -126.0% | 10.8% |
| EPS (diluted) | $-0.44 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $451.0M | ||
| Q4 25 | $544.0M | $432.0M | ||
| Q3 25 | $553.0M | $618.0M | ||
| Q2 25 | $547.0M | $617.0M | ||
| Q1 25 | $455.0M | $426.0M | ||
| Q4 24 | $493.0M | $383.0M | ||
| Q3 24 | $506.0M | $540.0M | ||
| Q2 24 | $504.0M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $-117.0M | $1.0M | ||
| Q3 25 | $358.0M | $106.0M | ||
| Q2 25 | $278.0M | $111.0M | ||
| Q1 25 | $83.0M | $37.0M | ||
| Q4 24 | $450.0M | $9.0M | ||
| Q3 24 | $266.0M | $100.0M | ||
| Q2 24 | $306.0M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 82.9% | 0.5% | ||
| Q3 25 | 81.9% | 23.0% | ||
| Q2 25 | 69.8% | 23.7% | ||
| Q1 25 | 24.4% | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 61.9% | 24.8% | ||
| Q2 24 | 90.9% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | -21.5% | 0.2% | ||
| Q3 25 | 64.7% | 17.2% | ||
| Q2 25 | 50.8% | 18.0% | ||
| Q1 25 | 18.2% | 8.7% | ||
| Q4 24 | 91.3% | 2.3% | ||
| Q3 24 | 52.6% | 18.5% | ||
| Q2 24 | 60.7% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $-0.44 | $0.03 | ||
| Q3 25 | $1.33 | $1.42 | ||
| Q2 25 | $1.02 | $1.48 | ||
| Q1 25 | $0.30 | $0.49 | ||
| Q4 24 | $1.65 | $0.10 | ||
| Q3 24 | $0.97 | $1.30 | ||
| Q2 24 | $1.12 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.6B | $603.0M |
| Total DebtLower is stronger | $4.4B | $1.2B |
| Stockholders' EquityBook value | $7.4B | $230.0M |
| Total Assets | $109.0B | $2.2B |
| Debt / EquityLower = less leverage | 0.59× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $2.6B | $566.0M | ||
| Q3 25 | $3.5B | $563.0M | ||
| Q2 25 | $3.3B | $562.0M | ||
| Q1 25 | $4.5B | $506.0M | ||
| Q4 24 | $3.5B | $436.0M | ||
| Q3 24 | $5.0B | $375.0M | ||
| Q2 24 | $4.9B | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $4.4B | $1.1B | ||
| Q3 25 | $4.4B | $1.2B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.4B | $1.2B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.2B | $565.0M | ||
| Q2 24 | $4.2B | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $7.4B | $242.0M | ||
| Q3 25 | $8.4B | $316.0M | ||
| Q2 25 | $7.9B | $254.0M | ||
| Q1 25 | $7.9B | $198.0M | ||
| Q4 24 | $7.8B | $239.0M | ||
| Q3 24 | $8.1B | $261.0M | ||
| Q2 24 | $7.3B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $109.0B | $2.1B | ||
| Q3 25 | $106.6B | $2.2B | ||
| Q2 25 | $102.3B | $2.2B | ||
| Q1 25 | $98.2B | $2.1B | ||
| Q4 24 | $95.4B | $2.1B | ||
| Q3 24 | $94.7B | $1.2B | ||
| Q2 24 | $88.8B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.59× | 4.73× | ||
| Q3 25 | 0.53× | 3.64× | ||
| Q2 25 | 0.56× | 4.56× | ||
| Q1 25 | 0.56× | 5.88× | ||
| Q4 24 | 0.56× | 4.90× | ||
| Q3 24 | 0.52× | 2.16× | ||
| Q2 24 | 0.58× | 2.66× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.5B | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $101.0M | ||
| Q3 25 | $1.3B | $64.0M | ||
| Q2 25 | $1.9B | $127.0M | ||
| Q1 25 | $1.1B | $124.0M | ||
| Q4 24 | $1.5B | $58.0M | ||
| Q3 24 | $2.4B | $25.0M | ||
| Q2 24 | $1.4B | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | 3.66× | 0.60× | ||
| Q2 25 | 6.82× | 1.14× | ||
| Q1 25 | 13.43× | 3.35× | ||
| Q4 24 | 3.32× | 6.44× | ||
| Q3 24 | 8.89× | 0.25× | ||
| Q2 24 | 4.45× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
FTDR
Segment breakdown not available.
